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Mindy Lynn Berg

Senior Portfolio Strategist at Prime Advisors, Inc.
Overview
Relationships
Paths
Education
Career History

Mindy Lynn Berg

Senior Portfolio Strategist at Prime Advisors, Inc.

Overview

Age
40 (Born 1977)
Number of Relationships
This person is connected to 75 people.

Relationships See Details


Investment Operations Manager at Prime Advisors, Inc.

Investment Accounting Manager at Prime Advisors, Inc.

Former Administrative Assistant at Prime Advisors, Inc.

IT Manager at Prime Advisors, Inc.

Systems Development Manager at Prime Advisors, Inc.

Vice President at Prime Advisors, Inc.

Vice President at Prime Advisors, Inc.

Vice President at Prime Advisors, Inc.

Senior Vice President & Portfolio Strategist at Prime Advisors, Inc.

Senior Vice President, Investment Accounting at Prime Advisors, Inc.
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Educational Background

 
Class of 1999 
Gonzaga College started in 1881 with $936 in hard silver dollars. It bought Gonzaga’s founder, Father Joseph Cataldo, S.J., 320 acres of land and water, what people then referred to as “the old piece of gravel near the falls.” Six years later, the College officially opened the doors of its only building for “young Scholastics, whose ambition it is to become priests.” Exclusively for boys, the College was under the charge of the Jesuit priests. Enrollment for the 1887-88 academic year was 18 boys and young men. Today, it is known as Gonzaga University, a private, four-year institution of higher education. More than 105 buildings dot the 131-acre campus overlooking the Spokane River. Students include both women and men, who can enroll in a multitude of undergraduate or graduate programs. Enrollment for the 2009-10 academic year was 7,837 students. A constant throughout the years is Gonzaga’s educational philosophy, based on the centuries-old Ignatian model of educating the whole person – mind, body and spirit. At Gonzaga, students discover how to integrate science and art, faith and reason, action and contemplation. "Cura personalis," or care for the individual, is our guiding theme.

Career History

Senior Portfolio Strategist
2000 - Current
Prime Advisors' investment approach seeks to generate after-tax income through crossover trading between taxable and tax-exempt securities, duration selection and after-tax yield pickup swap analysis. The firm's utilizes proprietary systems and dynamic financial analysis models to develop optimal investment strategies.Prime’s credit research process begins at the Investment Committee level. The Investment Committee sets broad risk parameters and mandates that are applied across all portfolios. Then, on the security level, Prime performs independent credit research for securities that they manage. Their credit research team performs bottom-up individual security analysis and must approve an issuer prior to purchase. This team works with the portfolio managers to determine relative value within the corporate bond market, but ultimately the portfolio managers determine if an issuer is appropriate for a client’s portfolio. In addition to conducting fundamental credit analysis, Prime strives to achieve their investment objectives by emphasizing high-quality issuers, diversification and liquidity among market leaders. ^

Other Affiliations

Mindy Lynn Berg is affiliated with Prime Advisors, Inc..

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